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Lighthouse Financial Advisors’s ProShares Ultra Financials UYG Stock Holding History

Lighthouse Financial Advisors’s Portfolio UYG Stock Details UYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-24
Closed -$1K – 260
2019
Q4 		$1K Buy
+24
New +$1.19K ﹤0.01% 267

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9WM
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Envestnet Asset Management
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BRC
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RAM
Roanoke Asset Management Jersey City, New Jersey $292M AUM 6.35% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Lighthouse Financial Advisors's UYG Position: Q1 2020 in Review

Lighthouse Financial Advisors sold out of ProShares Ultra Financials (UYG) in Q1 2020, closing a stake of 24 shares — an estimated $1K sold.

Lighthouse Financial Advisors first reported a position in UYG in Q4 2019 and held it in 1 quarter. The position peaked at $1K in Q4 2019. 40 funds tracked by Wall St. Rank hold UYG as of Q1 2020.

  • Lighthouse Financial Advisors reported no remaining ProShares Ultra Financials position as of Q1 2020 after selling out during the quarter.
  • Lighthouse Financial Advisors sold 24 ProShares Ultra Financials shares in Q1 2020, an estimated $1K.
  • Lighthouse Financial Advisors first reported a position in ProShares Ultra Financials in Q4 2019 and held it in 1 quarter.
  • Lighthouse Financial Advisors's ProShares Ultra Financials position peaked at $1K in Q4 2019.
  • 40 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q1 2020.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2020, filed 8 May 2020.